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Impax Asset Management Group plc 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Impax Asset Management Group plc
报告期 2026-03-31 · CIK 0001749768
持仓数
287
前50大市值合计
$10.78B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 13
增持 77
减持 55
清仓 5
方向
标的
Δ市值
现股数(环比)
建仓
—
Linde PLC
+$1.09B
3,078,438
清仓
—
Linde PLC
-$944.7M
0
-100%
减持
WTRG
Essential Utilities Inc
-$206.4M
137,320
-97%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
TTC
Toro Co/The
-$164.4M
59,847
-96%
减持
A
Agilent Technologies Inc
-$158.7M
3,094,122
-21%
减持
MSFT
Microsoft Corp
+$148.5M
3,164,499
-1%
建仓
CHE
Chemed Corp
+$145.4M
270,398
减持
PTC
PTC Inc
-$115.8M
1,763,191
-38%
增持
CTAS
Cintas Corp
+$113.1M
1,247,840
+21%
增持
—
Aptiv PLC
+$98.1M
5,139,858
+0%
增持
WM
Waste Management Inc
+$96.5M
2,580,845
+25%
增持
AWK
American Water Works Co Inc
+$94.1M
5,679,946
+17%
清仓
POOL
Pool Corp
-$91.4M
0
-100%
增持
CGNX
Cognex Corp
+$77.2M
1,568,664
+14313%
增持
WMS
Advanced Drainage Systems Inc
+$68.5M
3,542,220
+26%
减持
—
Pentair PLC
+$67.3M
12,757,558
-10%
增持
DHR
Danaher Corp
+$64.4M
1,096,618
+37%
增持
RSG
Republic Services Inc
+$63.0M
2,434,366
+18%
减持
AMAT
Applied Materials Inc
-$53.4M
2,713,427
-32%
建仓
TREX
Trex Co Inc
+$53.4M
1,096,217
增持
URI
United Rentals Inc
+$53.0M
920,181
+5%
减持
ANSS
ANSYS Inc
+$51.0M
896,393
-12%
减持
—
TE Connectivity Ltd
+$47.5M
3,165,416
-1%
增持
LFUS
Littelfuse Inc
+$46.2M
900,344
+2%
减持
AOS
A O Smith Corp
+$44.8M
4,013,361
-1%
增持
WTS
Watts Water Technologies Inc
+$44.7M
1,961,848
+1%
减持
—
AZEK Co Inc/The
-$41.8M
3,141,782
-45%
减持
CDNS
Cadence Design Systems Inc
+$41.2M
1,552,313
-12%
增持
MA
Mastercard Inc
+$38.5M
1,100,534
+6%
增持
TMO
Thermo Fisher Scientific Inc
+$37.8M
621,867
+7%
增持
SITE
SiteOne Landscape Supply Inc
+$36.9M
1,050,416
+15%
建仓
AVY
Avery Dennison Corp
+$31.1M
173,784
增持
MAS
Masco Corp
+$31.0M
3,043,117
+18%
增持
IEX
IDEX Corp
+$30.5M
1,990,140
+6%
增持
HDB
HDFC Bank Ltd
+$29.9M
4,924,587
+13%
减持
EQIX
Equinix Inc
+$29.4M
639,582
-3%
增持
GPK
Graphic Packaging Holding Co
+$28.5M
8,189,477
+1%
减持
ADI
Analog Devices Inc
+$27.5M
1,542,093
-9%
减持
MPWR
Monolithic Power Systems Inc
+$27.3M
378,712
-17%
增持
ECL
Ecolab Inc
+$26.4M
1,136,553
+2%
增持
CME
CME Group Inc
+$25.2M
139,712
+1447%
减持
—
Altair Engineering Inc
+$24.8M
2,162,771
-25%
减持
BSX
Boston Scientific Corp
+$24.1M
6,978,411
-1%
增持
ORA
Ormat Technologies Inc
+$23.6M
2,119,477
+17%
增持
—
Westrock Co
-$23.2M
5,259,854
+1%
减持
AAPL
Apple Inc
+$22.9M
1,070,035
-9%
减持
TXN
Texas Instruments Inc
+$22.5M
1,316,657
-2%
增持
V
Visa Inc
+$22.2M
1,214,720
+0%
减持
VRTX
Vertex Pharmaceuticals Inc
+$19.5M
762,347
-0%
减持
—
Cooper Cos Inc/The
+$19.2M
456,931
-0%
增持
IFF
International Flavors & Fragra
-$19.0M
2,248,202
+4%
减持
CRM
Salesforce Inc
+$18.2M
331,208
-8%
增持
KLAC
KLA Corp
+$18.1M
237,826
+17%
增持
BMI
Badger Meter Inc
+$18.0M
1,045,682
+4%
增持
CYRX
CryoPort Inc
+$17.3M
2,522,800
+2%
增持
—
Stericycle Inc
-$16.9M
2,943,782
+1%
建仓
CNM
Core & Main Inc
+$16.2M
700,486
增持
SEDG
SolarEdge Technologies Inc
+$16.2M
504,100
+4%
减持
IQV
IQVIA Holdings Inc
-$15.4M
1,732,984
-1%
增持
GOOGL
Alphabet Inc
+$14.4M
854,403
+2%
减持
HRI
Herc Holdings Inc
-$14.4M
643,785
-4%
增持
LII
Lennox International Inc
+$13.4M
636,200
+4%
增持
RYN
Rayonier Inc
+$12.6M
5,819,485
+6%
增持
—
Ferguson PLC
+$11.7M
345,937
+27%
增持
GIS
General Mills Inc
+$11.6M
190,726
+244%
增持
DIS
Walt Disney Co/The
+$11.6M
787,859
+2%
减持
ROK
Rockwell Automation Inc
+$11.3M
500,067
-5%
减持
AMZN
Amazon.com Inc
+$11.3M
716,093
-4%
减持
—
Trane Technologies PLC
+$11.3M
1,382,650
-4%
增持
MIDD
Middleby Corp/The
+$11.2M
194,820
+50%
减持
OGN
Organon & Co
-$11.1M
1,375,396
-12%
增持
DAR
Darling Ingredients Inc
+$10.7M
4,125,217
+12%
减持
DE
Deere & Co
-$10.6M
481,725
-1%
减持
EL
Estee Lauder Cos Inc/The
-$10.5M
172,226
-19%
减持
EBC
Eastern Bankshares Inc
-$9.6M
490,000
-46%
减持
ADSK
Autodesk Inc
+$9.5M
1,217,020
-7%
增持
WAT
Waters Corp
-$9.3M
696,525
+6%
增持
GOOG
Alphabet Inc
+$9.0M
536,110
+2%
减持
—
Evoqua Water Technologies Corp
+$9.0M
2,291,301
-14%
增持
MRK
Merck & Co Inc
+$8.7M
768,968
+17%
减持
SIBN
SI-BONE Inc
-$8.4M
400,343
-67%
减持
DCI
Donaldson Co Inc
-$8.4M
1,346,598
-18%
增持
ARE
Alexandria Real Estate Equitie
+$8.2M
352,029
+43%
建仓
USFD
US Foods Holding Corp
+$7.8M
210,000
减持
MTD
Mettler-Toledo International I
+$7.7M
95,755
-0%
减持
GNRC
Generac Holdings Inc
+$7.6M
1,144,965
-1%
建仓
EGHT
8x8 Inc
+$7.5M
1,800,000
减持
UPS
United Parcel Service Inc
-$7.2M
236,683
-23%
增持
ZWS
Zurn Elkay Water Solutions Cor
+$7.2M
11,498,163
+2%
建仓
—
Axonics Inc
+$7.1M
129,525
清仓
NSSC
Napco Security Technologies In
-$7.0M
0
-100%
增持
RGEN
Repligen Corp
+$6.8M
866,379
+6%
减持
AGCO
AGCO Corp
-$6.6M
409,629
-8%
增持
SBS
Cia de Saneamento Basico do Es
-$6.6M
17,204,669
+3%
减持
PLD
Prologis Inc
-$6.3M
319,297
-22%
增持
XYL
Xylem Inc/NY
-$6.2M
1,208,407
+1%
建仓
DY
Dycom Industries Inc
+$5.9M
63,000
增持
CVS
CVS Health Corp
+$5.9M
849,055
+38%
减持
NPO
EnPro Industries Inc
-$5.8M
70,000
-42%
增持
GILD
Gilead Sciences Inc
+$5.7M
109,045
+176%
增持
PNC
PNC Financial Services Group I
-$5.7M
396,638
+12%
增持
SBUX
Starbucks Corp
+$5.5M
595,992
+5%
增持
GEN
Gen Digital Inc
-$5.5M
2,031,624
+8%
减持
ESI
Element Solutions Inc
-$5.5M
411,946
-44%
增持
TGT
Target Corp
+$5.0M
297,749
+0%
减持
C
Citigroup Inc
-$4.9M
190,922
-38%
增持
—
Accenture PLC
+$4.7M
210,712
+1%
增持
VRT
Vertiv Holdings Co
+$4.7M
5,392,901
+2%
减持
QNST
QuinStreet Inc
-$4.4M
440,395
-44%
减持
NVDA
NVIDIA Corp
+$4.1M
32,385
-3%
减持
BALL
Ball Corp
+$3.8M
981,673
-0%
建仓
—
Shockwave Medical Inc
+$3.8M
17,500
增持
EIX
Edison International
+$3.7M
252,811
+14%
减持
VOYA
Voya Financial Inc
+$3.7M
1,075,180
-10%
增持
QCOM
QUALCOMM Inc
+$3.4M
28,094
+1419%
清仓
PEP
PepsiCo Inc
-$3.4M
0
-100%
增持
DXCM
Dexcom Inc
+$3.3M
350,865
+6%
增持
LOW
Lowe's Cos Inc
+$3.2M
302,697
+5%
增持
PPG
PPG Industries Inc
+$3.1M
308,095
+2%
增持
ILMN
Illumina Inc
+$3.0M
22,349
+106%
增持
CFG
Citizens Financial Group Inc
-$3.0M
1,713,578
+23%
增持
—
Walgreens Boots Alliance Inc
+$3.0M
215,200
+80%
增持
TMUS
T-Mobile US Inc
+$2.9M
393,093
+2%
建仓
MITK
Mitek Systems Inc
+$2.9M
299,555
增持
BJ
BJ's Wholesale Club Holdings I
+$2.8M
119,955
+26%
增持
—
TechTarget Inc
+$2.8M
252,583
+77%
减持
HD
Home Depot Inc/The
-$2.8M
5,205
-62%
增持
SON
Sonoco Products Co
+$2.6M
1,132,791
+3%
增持
PGR
Progressive Corp/The
+$2.6M
44,334
+53%
减持
AAMI
Brightsphere Investment Group
-$2.5M
873,818
-22%
减持
OTIS
Otis Worldwide Corp
+$2.4M
421,600
-0%
减持
WST
West Pharmaceutical Services I
-$2.4M
1,186
-90%
减持
CLH
Clean Harbors Inc
-$2.4M
849,802
-22%
增持
CSL
Carlisle Cos Inc
+$2.2M
223,866
+9%
增持
HURN
Huron Consulting Group Inc
+$2.2M
140,000
+12%
增持
ATEN
A10 Networks Inc
+$2.2M
1,015,000
+25%
增持
BDX
Becton Dickinson & Co
-$2.2M
370,448
+0%
增持
JNJ
Johnson & Johnson
-$2.1M
96,501
+0%
增持
PG
Procter & Gamble Co/The
+$2.0M
424,564
+5%
增持
BAX
Baxter International Inc
+$2.0M
769,095
+34%
减持
MSA
MSA Safety Inc
-$2.0M
50,089
-17%
建仓
IVV
iShares Core S&P 500 ETF
+$2.0M
4,804
清仓
NSLR
SuRo Capital Corp
-$1.9M
0
-100%
增持
LULU
Lululemon Athletica Inc
+$1.8M
40,823
+0%
增持
SYY
Sysco Corp
+$1.7M
626,143
+3%
减持
ELV
Elevance Health Inc
-$1.6M
29,484
-0%
建仓
—
iShares Core S&P 500 UCITS ETF
+$1.6M
3,708
增持
EXTR
Extreme Networks Inc
+$1.5M
680,178
+8%
减持
HUBB
Hubbell Inc
-$1.4M
965,372
-4%
增持
CAH
Cardinal Health Inc
+$1.4M
185,386
+13%
